The Optima difference.
Optima has been managing hedge fund strategies for more than three decades. We have won numerous awards and earned a reputation as a trusted specialist in hedge fund investing and alternative asset management. In 2019, Optima partnered with Forbes Family Trust, enhancing our capabilities and leadership. Our industry position enables us to attract and retain leading investment talent, establish robust investment processes and partner with highly sought-after hedge fund managers, to deliver quality, investor-led solutions. Our 30-year track record of consistent, risk-adjusted performance, has helped our clients navigate across vastly different market environments.
In February 2021, FWM Holdings, owner of Forbes Family Trust, LGL Partners and Optima Asset Management merged with Stanhope Capital Group creating a combined enterprise that benefits from a presence spanning Europe and the US, advising on over $24bn. FWM Holdings is led by CEO Keith Bloomfield and the combined group is led by Chairman and CEO Daniel Pinto.
Differentiated. Innovative. Active.
We deliberately challenge the traditional hedge fund portfolio construction – with the goal of building smarter portfolios. We thrive on disciplined investment and operational due diligence, and our proprietary risk management technology guides our analysis. Our scenario-based asset allocation framework combines top-down and bottom-up insights that facilitate rigorous due diligence and investment monitoring.
30+ Years of Experience & Access
The Optima team has broad and deep expertise in investment research, manager selection, fund accounting and administration, risk management, new business and product development, and client service and support.
Flexible and Customizable Solutions
A relationship should go beyond just fees, terms and transparency. We not only look to create smarter strategies that provide clients with a differentiated hedge fund solution, but also seek to ensure that our solution is the right one for our clients.
Real-time Insight to Managers & Reporting
We believe in the power of technology to guide our analysis and outcomes. Our proprietary research/risk platform allows us robust and real time data in order to analyze portfolio risk and reward metrics.